Robert Karr - Joho Capital 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 14, 2026, the Joho Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2014, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Baidu, Inc., TAL Education Group, Veeco Instruments Inc., Vipshop Holdings Limited, VNET Group, Inc., and 1 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2014	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-101,856	-11.2%	$151.42K	810,550
Q2 2014	TAL TAL Education Group	TAL Education Group	Sell	-30,403	-1.2%	$70.74K	2,572,304
Q2 2014	VECO Veeco Instruments Inc.	Veeco Instruments Inc.	Sell	-183,451	-12.0%	$50.22K	1,347,800
Q2 2014	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell	-85,000	-26.0%	$45.47K	242,200
Q2 2014	VNET VNET Group, Inc.	VNET Group, Inc.	Sell	-80,283	-4.8%	$48.04K	1,602,934
Q2 2014	YELP Yelp Inc.	Yelp Inc.	Sell	-32,021	-5.2%	$44.80K	584,308